Financial Management, Inc.
Long-term investor · AR · @financialmanagementinc
+2.1%
All time
S&P +12.2%
Long-term investor
Financial Management, Inc. @financialmanagementinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002143070).
Record
- Tracked since 2025-12-31 (311 days), 53 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +4.6% · 1 year n/a · all +2.1%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46435G326 · 9.8% · long · since 2025-12-31
- 46090E103 · 8.6% · long · since 2025-12-31
- 78464A854 · 7.7% · long · since 2026-09-30
- 78464A474 · 6.9% · long · since 2025-12-31
- 35473P884 · 5.6% · long · since 2025-12-31
- 46137V241 · 5.6% · long · since 2025-12-31
- 46137V472 · 5.2% · long · since 2025-12-31
- 78463X509 · 4.5% · long · since 2025-12-31
- 25434V203 · 4.3% · long · since 2026-09-30
- 78468R408 · 4.1% · long · since 2025-12-31
- 46434V456 · 3.7% · long · since 2025-12-31
- 808524870 · 3.6% · long · since 2025-12-31